NASDAQ$BNGO

BioNano Genomics Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Bionano's Q3 2023 performance reflected revenue growth and strategic initiatives.

Bionano Genomics reported a 29% increase in revenue compared to Q3 2022, reaching $9.3 million. The company focused on expanding its installed base of Saphyr systems and increasing flowcell sales. Cost reduction initiatives were implemented to improve profitability.

  • Revenue increased by 29% compared to Q3 2022, reaching $9.3 million.
  • The installed base of Saphyr systems grew by 39% year-over-year, totaling 301 systems.
  • Flowcell sales increased by 55% compared to Q3 2022, with 6,176 flowcells sold.
  • The company completed an $80.0 million registered offering and concurrent private placement.

Headline financials

Total Revenue

$9.32M

Previous: $7.22M+29.0%
EPS (adj)

-$1.01

Previous: -$1.10+8.2%
Flowcells Sold

6.2K

No prior period
GAAP Gross Margin

30.0%

No prior period
Non-GAAP Gross Margin

32.0%

No prior period
Capital Expenditures

$0.00

Previous: -$686K+100.0%
Free Cash Flow

-$113M

Previous: -$32.5M-246.4%
Net Income

-$113M

Previous: -$31.8M-253.9%
Operating Income

-$113M

Previous: -$32.1M-252.1%
Gross Profit

$2.75M

Previous: $1.81M+52.0%
Cash & Equivalents

$34.6M

Previous: $28.2M+22.7%
Total Assets

$182M

Previous: $324M-43.8%
R&D Expense

$13.8M

No prior period
Stock-Based Comp

$3.99M

Previous: $6.06M-34.1%

Revenue & EPS history

BioNano · Revenue · Quarterly

$9.32M

Q3 2023+29%vs Q3 2022
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

BioNano · $9.32M total across 2 segments · Q3 2023

  • Product Revenue
    $6.46M+79.0%
  • Service and Other Revenue
    $2.86M-20.8%

Forward guidance

Bionano reiterated its full year 2023 revenue guidance of $35.0 to $38.0 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

-3.3%

Avg return

Earnings day

-6.2%

Avg return

5 days after

-8.0%

Avg return

30 days after

40%

12 / 30 earnings

Positive

+15.5%

Q4 2018

Best reaction

-29.8%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.8%-9.5%
Q4 2025+0.9%-20.5%-17.1%
Q3 2025+2.8%+4.8%+10.2%
Q1 2025+2.9%+0.8%-2.4%
Q4 2024+11.1%+8.6%+43.4%
Q3 2024-3.4%-11.5%-7.7%
Q2 2024-21.5%-23.5%-13.7%
Q1 2024+2.7%+7.3%-9.4%
Q4 2023+0.0%-5.8%-18.2%
Q3 2023-7.0%-10.5%+2.8%
Q2 2023-0.2%-13.9%-15.7%
Q1 2023+6.9%-9.6%+0.0%
Q4 2022-8.4%-5.3%-19.8%
Q3 2022+2.7%+2.2%-6.3%
Q2 2022+6.6%+0.0%+2.2%
Q1 2022-16.1%-24.2%-10.8%
Q4 2021+1.4%-10.7%+20.6%
Q3 2021-9.8%-13.7%-44.4%
Q2 2021+5.4%+4.4%-1.0%
Q1 2021+13.9%+22.8%+59.9%
Q4 2020-17.9%-14.4%-34.1%
Q3 2020-7.4%-5.4%-10.7%
Q2 2020-8.4%-6.5%-32.5%
Q1 2020-8.4%-11.8%+21.6%
Q4 2019-29.8%-30.3%-74.3%
Q3 2019-2.1%+17.8%+24.4%
Q2 2019-14.4%-11.3%-50.5%
Q1 2019-11.3%-17.0%-28.1%
Q4 2018+15.5%+7.4%-8.1%
Q3 2018-6.0%-5.7%-11.9%
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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